Configuration Item Forms

This how-to article will help administrators or Asset/CI app administrators to create forms for Configuration Items using the TDAdmin interface. The user must have the app admin permission in their User record in TDAdmin OR access to TDAdmin.

Overview

Configuration Item (CI) forms are forms that allow you to define a set of fields that may or may not be required when creating a Configuration Item. Administrators can define configuration item forms and choose which ones are available as pinned forms. Pinned forms are displayed in the +Configuration Item dropdown in the Asset/CIs application in TDNext.

Defining a Configuration Item Form

To define a configuration item form:

1. In TDAdmin, navigate to Applications > [Asset/CI Application] > Configuration Item Forms. 
2. Click the +New button.
3. Name the form.
4. Determine if it should be Active (i.e., ready for use) and if all help text should be expanded.
5. If applicable, select an existing form for the new form to be copied from.
6. Click Save.
7. Select the form you created.
8. In the Designer tab, add, remove, and reorder attributes on the form.
9. Select Save when your form design is complete.
10. Under the Settings tab, you can make changes to any of the fields filled out when initially creating the form.
11. Under the Preview tab, you can observe how the form will appear in TDNext.

To edit a form:

1. In TDAdmin, navigate to Applications > [Asset/CI Application] > Configuration Item Forms. 
2. Click the name of a form to open the Form Builder in a new tab and edit the form's settings and fields

To set the default configuration item form for new configuration items:

1. In TDAdmin, navigate to Applications > [Asset/CI Application] > Configuration Item Forms.
2. Select Configure Defaults.
3. Select the form you want to be the default form in the Default Configuration Item Form dropdown.
4. Click Save.

To reassociate one configuration item form to another:

1. In TDAdmin, navigate to Applications > [Asset/CI Application] > Configuration Item Forms.
2. Click Reassociate.
3. Select the source form in the Reassociate Form dropdown.
4. Select the destination form in the To Form dropdown.
5. Click Reassociate.

Using Configuration Item Forms

Each configuration item includes a configuration item form, which determines which fields will appear when creating and updating the configuration item.

To create a new configuration item from a form:

1. In TDNext, click the Applications menu and open the needed Asset Application.
2. Click +Configuration Item in the toolbar.
3. Select a form from the menu.
   1. If the form does not appear in the menu, select a form, and then select your desired form in the Form field in the window that opens.
4. Fill out the fields as needed on the form.
5. Click Save.

When creating or editing a configuration item, users can change the form in the Form field. As with Tickets, fields that are not included in the form will be listed at the bottom of the page in the Other Fields section. 

Gotchas & Pitfalls

• The Name and Type fields are required on configuration item forms and must provide default values if they are marked as read-only or hidden.